10 Best AI Energy Stocks to Buy in 2026

7. Constellation Energy Corporation (NASDAQ:CEG)

Constellation Energy Corporation (NASDAQ:CEG) is one of the best AI energy stocks to buy in 2026.

As of April 9, 2026, analyst sentiment around Constellation Energy Corporation (NASDAQ:CEG) remains bullish, with more than 85% of the covering analysts maintaining “Buy” ratings on the stock. The consensus price target of $388 implies an upside potential of 36.49%.

On April 6, 2026, Barclays analyst Nicholas Campanella increased Constellation Energy Corporation’s (NASDAQ:CEG) price target to $360 from $356 while keeping an “Overweight” rating, following Constellation Energy’s 2026 outlook. He claimed that expectations regarding the company’s financial outlook and incremental contracting are lower than before. However, the stock has also declined, which implies that much of the pessimism is already priced in.

Barclays added that it continues to see a conservative path of $19 per share in earnings by 2029, suggesting the recent pullback reflects softer near-term sentiment rather than a deterioration in the long-term earnings trajectory.

This measured optimism came amid a weaker analyst reaction to Constellation Energy Corporation (NASDAQ:CEG)’s financial update.

On April 2, 2026, BMO Capital lowered its price target on Constellation Energy Corporation (NASDAQ:CEG) to $368 from $410 while maintaining an “Outperform” rating, noting that investors were disappointed by the absence of new long-term, above-market, large-load contracts in the update.

BMO also highlighted that the Constellation Energy Corporation (NASDAQ:CEG)’s implied 2029 EPS range of $16.29 to $18.31 fell below consensus and buy-side expectations. However, the firm expressed growing confidence in management’s execution above that initial range as upside opportunities materialize.

Constellation Energy Corporation (NASDAQ:CEG) generates, supplies, and markets clean electricity, as well as renewable energy products and solutions. The company also provides wholesale energy, retail products, and services.